Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Duane Sarkela is a financial advisor currently registered with Osaic Wealth, INC. in Grand Rapids, Minnesota. Scott has been in the financial services industry since September 21, 1991. Scott offers a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Scott holds multiple licenses and registrations, including Series 6, 7, 63, and 65. Scott is also a licensed insurance advisor and has experience working with a variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (GRAND RAPIDS MN)
MN
07/20/2015 - 06/14/2024
SECURITIES AMERICA, INC. (GRAND RAPIDS MN)
MN
10/01/2003 - 07/23/2015
FINTEGRA, LLC (GRAND RAPIDS MN)
NY
08/23/2002 - 10/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MN
07/01/2002 - 08/20/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
09/20/1991 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 9/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/2/2005
Series 7 - General Securities Representative Examination
BC
Issued 9/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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